Trust administration was built for a world before CRS 2.0, CARF, and today's regulatory pace.

KYC & Onboarding Drag

New client onboarding averages 6–12 weeks. Every additional week risks losing the relationship to a competitor who moves faster.

The PROBLEM

Your team is excellent. Your systems can evolve. Here is where margin recovers:

Cost: 3–5 lost mandates per year

Critical deadlines, regulatory filings, and review cycles tracked across spreadsheets, inboxes, and institutional knowledge that walks out the door.

Compliance by Memory

Cost: One missed filing = regulatory action

Manual Payment Governance

Payment instructions verified through email chains. Approval matrices maintained in Excel. Every wire transfer carries operational risk invisible to the board.

Cost: One missed filing = regulatory action

Talent Dependency Risk

When your senior administrator leaves, their knowledge of 50+ structures, client preferences, and regulatory nuances leaves with them.

Directors can't see real-time operational exposure. Risk reports are retrospective. By the time the board knows, the damage is in motion.

Board Visibility Gap

CRS 2.0 & CARF Pressure

New reporting obligations layer onto existing workflows. Your team absorbs the complexity without additional headcount or updated tooling.

Cost: 6–12 months to recover operational fluency

Cost: Governance liability without governance control

Cost: Regulatory risk compounds silently

We don't replace your systems. We make them intelligent.

FiduciaCorp works inside your existing infrastructure — Outlook, Excel, shared folders, your current workflows — and adds a structured governance layer that enforces compliance, eliminates ambiguity, and makes every process auditable. No migration. No disruption. No new platform to learn.

How We Solve It

The Process

01 Operational Diagnostic

We map every workflow in your trust administration: payments, KYC, board reporting, regulatory filings. We quantify exactly where margin leaks and where risk hides.

Week 1

02 Architecture Design

We design a governance layer tailored to your firm's specific structure, jurisdiction mix, and team capacity. No templates. Every system is built for your operation.

Week 2–4

03 Embedded Deployment

AI-augmented modules deploy inside your existing tools. Payment governance in your inbox. KYC workflows in your folders. Compliance alerts where your team already works.

Week 5–8

04 Continuous Calibration

Ongoing refinement as regulatory requirements evolve and your team's confidence grows. Monthly reporting to your board with operational clarity metrics.

Ongoing

What Changes

KYC onboarding: 6–12 weeks

Target: under 3 weeks

Payment governance: email-based

Structured, auditable, real-time

Compliance tracking: retrospective

Proactive alerts, zero missed deadlines

Board reporting: quarterly PDF

Real-time operational dashboard

Knowledge retention: person-dependent

Institutionalized, searchable, permanent

CRS 2.0 readiness: reactive

Built into daily workflows

"Procedural architecture first. AI second. Technology serves governance — never the reverse."

— FiduciaCorp operating principle

PROOF

Built from two decades inside the structures, not outside looking in.

Former Pictet Group Trust Company

Drove the trust administration team to achieve all annual targets — for the first time in seven years.

Led Swiss trust administration team at Rhone Trustees (Switzerland) SA, the former Pictet Group trust company. Implemented standardized file naming protocols, document lifecycle management, and performance accountability systems that transformed team output.

Digital Assets Innovation

Pioneered digital assets service offering for Rhone Trustees (Switzerland) SA, a Swiss trust company.

Developed and implemented a first-of-its-kind digital assets service framework for Rhone Trust Group, establishing custody protocols, governance structures, and compliance processes for crypto-asset administration within a traditional fiduciary environment.

CSC Group (Former Intertrust)

Designed and executed financial statements outsourcing across 800+ structures.

As Head of Private Wealth Switzerland, architected the operational framework for outsourcing financial statement production at scale — reducing cost per structure while maintaining audit-grade quality across multiple jurisdictions.

Industry Recognition

Published in STEP Journal and PCD Magazine. Author of 'AI Unleashed for Trustees & Family Offices.'

Recognized thought leader in fiduciary technology. The book AI Unleashed for Trustees & Family Offices., released October 2024, provides the operational playbook for AI adoption in trust administration.

Frédéric Sanz

Trust & Estate Practitioner with 20+ years managing UHNW structures across 12 jurisdictions. Former Director at Rhone Trustees (Pictet Group), Head of Private Wealth at CSC Group (Intertrust), and alumnus of JP Morgan Private Bank Geneva and TMF Group.

Frédéric doesn't consult from outside. He has sat in the chair you sit in — administering structures, managing regulatory examinations, delivering board reports, approving payments, and solving the exact operational problems that erode your margins today.

Why Not a Big 4 Firm?

→ They deploy junior consultants. You get a 20-year practitioner.

→ They recommend platforms. We work inside your existing tools.

→ Their timelines are quarters. Our diagnostic takes two days.

→ They sell methodology. We deliver operational change.

→ They leave a report. We stay until the numbers move.

"I spent 20 years inside trust administration — approving payments, managing KYC, delivering board reports, solving compliance gaps across 12 jurisdictions. Every operational problem I solve for clients is one I've lived firsthand."

WHO

Know exactly what your compliance processes cost.

A 30-minute confidential conversation. We'll benchmark your operational costs against firms of similar size and structure. No pitch. Just numbers.